NWBI vs. LMT
Compare and contrast key facts about Northwest Bancshares, Inc. (NWBI) and Lockheed Martin Corporation (LMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWBI or LMT.
Key characteristics
| NWBI | LMT | |
|---|---|---|
| YTD Return | 25.13% | 21.27% |
| 1Y Return | 36.99% | 24.36% |
| 3Y Return (Ann) | 7.34% | 19.73% |
| 5Y Return (Ann) | 3.61% | 9.40% |
| 10Y Return (Ann) | 6.72% | 14.33% |
| Sharpe Ratio | 1.29 | 1.51 |
| Sortino Ratio | 2.22 | 2.11 |
| Omega Ratio | 1.26 | 1.31 |
| Calmar Ratio | 1.51 | 1.66 |
| Martin Ratio | 4.37 | 6.21 |
| Ulcer Index | 8.49% | 3.97% |
| Daily Std Dev | 28.75% | 16.33% |
| Max Drawdown | -64.95% | -70.23% |
| Current Drawdown | -2.79% | -12.30% |
Fundamentals
| NWBI | LMT | |
|---|---|---|
| Market Cap | $1.90B | $134.15B |
| EPS | $0.76 | $27.62 |
| PE Ratio | 19.58 | 20.49 |
| PEG Ratio | 1.87 | 4.67 |
| Total Revenue (TTM) | $703.80M | $71.30B |
| Gross Profit (TTM) | $652.34M | $8.62B |
| EBITDA (TTM) | $261.00K | $10.30B |
Correlation
The correlation between NWBI and LMT is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NWBI vs. LMT - Performance Comparison
In the year-to-date period, NWBI achieves a 25.13% return, which is significantly higher than LMT's 21.27% return. Over the past 10 years, NWBI has underperformed LMT with an annualized return of 6.72%, while LMT has yielded a comparatively higher 14.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NWBI vs. LMT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northwest Bancshares, Inc. (NWBI) and Lockheed Martin Corporation (LMT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
NWBI vs. LMT - Dividend Comparison
NWBI's dividend yield for the trailing twelve months is around 5.46%, more than LMT's 2.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWBI Northwest Bancshares, Inc. | 5.46% | 6.41% | 5.72% | 5.58% | 5.97% | 4.33% | 4.01% | 3.83% | 3.33% | 4.18% | 12.93% | 3.38% |
LMT Lockheed Martin Corporation | 2.34% | 2.68% | 2.34% | 2.98% | 2.76% | 2.31% | 3.13% | 2.32% | 2.71% | 2.83% | 2.85% | 3.22% |
Drawdowns
NWBI vs. LMT - Drawdown Comparison
The maximum NWBI drawdown since its inception was -64.95%, smaller than the maximum LMT drawdown of -70.23%. Use the drawdown chart below to compare losses from any high point for NWBI and LMT. For additional features, visit the drawdowns tool.
Volatility
NWBI vs. LMT - Volatility Comparison
Northwest Bancshares, Inc. (NWBI) has a higher volatility of 15.46% compared to Lockheed Martin Corporation (LMT) at 8.04%. This indicates that NWBI's price experiences larger fluctuations and is considered to be riskier than LMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NWBI vs. LMT - Financials Comparison
This section allows you to compare key financial metrics between Northwest Bancshares, Inc. and Lockheed Martin Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities